AI and Everything Else
Another Podcast17 Dec 2023

AI and Everything Else

Every year, Benedict produces a big presentation exploring macro and strategic trends in the tech industry. Here are some of the key takeaways from this year's presentation - AI, and everything else.

Presentation - https://www.ben-evans.com/presentations

Avsnitt(97)

How many metaverses?

How many metaverses?

Every now and then, big company CEOs all read the same tech trends piece and send the same email - "what's our strategy for this?!" And in 2022, there were a lot of "metaverse?!" emails. But what does...

31 Okt 202232min

Wondering about generative AI

Wondering about generative AI

Generative AI looks like second wave of ML hat might be as big a deal as the Imagenet wave from 2013 or so. What questions can we ask?

19 Okt 202236min

Figma, unbundling and $20bn of antitrust

Figma, unbundling and $20bn of antitrust

What does Adobe's purchase of Figma tell us about the ways that software is changing, and the kinds of tools that people build and use? And, how long until the antitrust lawsuit arrives?

19 Sep 202236min

TV after software

TV after software

‘Software eats the world’, and now it’s eating TV, but then what? Pretty soon software seems to stop mattering, and all the questions become TV questions, fashion questions, or music questions, while ...

5 Sep 202230min

A new wave of company creation

A new wave of company creation

Adam Neumann's latest venture shines a light on some of the interesting questions that arise, such as: What is this, what could it be, and can it work? Can this person make it work? As well as, is thi...

23 Aug 202230min

Lighting and tech diffusion

Lighting and tech diffusion

What does a light on a restaurant table say about the failure of smart home startups? Or Shein?Follow Benedict on TwitterFollow Toni on Twitter

15 Aug 202226min

The FTC's antitrust thesis

The FTC's antitrust thesis

The US is fundamentally rethinking its approach to competition, and M&A, and tech, and big tech buying startups. The FTC trying  to block Meta from buying Within is the test case for all of those. How...

1 Aug 202226min

When the point of leverage changes

When the point of leverage changes

What does 'focus' mean for a trillion dollar company? Amazon is buying doctors and Apple might be a bank - should we change our assumptions for what these kinds of companies would never do? How does t...

25 Juli 202237min

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